Advicent Expands Relationship with Pershing

Advicent Expands Relationship with Pershing
06.07.2016 07:00 am

Advicent Expands Relationship with Pershing

Data , Market and Reference Data

Advicent announced an additional integration with Pershing to include integration between NetX360® and the NaviPlan® comprehensive financial planning tool.

Pershing’s NetX360 is a technology platform for financial professionals. The integration allows advisors to seamlessly launch NaviPlan from NetX360. It also enables advisors to access NetX360 data in NaviPlan — including client demographics, accounts, and holdings through the integration. This ultimately creates a more seamless experience for users as they move from one application to another by saving time and reducing data entry errors, allowing advisors to focus on other business growth activities.

“We are excited to expand our relationship with Pershing,” said Cory Olson, the director of global product management at Advicent. “By integrating NetX360 with our NaviPlan financial planning tool, we are enabling advisors to focus on their relationships with clients and their business growth – rather than spending extra hours on data entry.”

The NaviPlan financial planning tool allows advisors to easily adapt to client needs through comprehensive, detailed plans or quick assessments while putting clients’ minds at ease with high data security and the most in-depth and precise plans in the industry. Client expectations are on the rise, and NaviPlan enables advisors to keep up with these demands.

“We are committed to helping firms run their businesses more efficiently, so that they can serve their clients more effectively,” said Tim Foley, managing director and head of technology product management at Pershing. “The integration between NetX360 and NaviPlan is a reflection of our commitment to digitally enabling our clients, as we continue to integrate with best-of-breed solutions to enhance the experience for advisors and investors.”

 

Related News

Thomson Reuters Partners with Squirro to Combine Artificial Intelligence Technology and Data to Unlock Customer Intelligence

Thomson Reuters has partnered with augmented intelligence solution provider Squirro to provide an AI-driven solution that... Read more »

FICO Explains AI with Latest Release of its Analytics Workbench

Leading analytics firm FICO today announced the latest version of FICO® Analytics Workbench™, a cloud-based advanced analytics development environment that empowers business... Read more »

Adyen selects Looker for data management

Looker, a leading data platform company, today announced that Adyen, the payments platform of choice for many of the world’s leading companies, has implemented Looker to... Read more »

BNY Mellon appoints Roman Regelman as head of digital

BNY Mellon has appointed Roman Regelman to a new role as Senior Executive Vice President and Head of Digital, effective September 17, 2018. 

Mr. Regelman will report to... Read more »

Magazine
ALL
Free Newsletter Sign-up
+44 (0) 208 819 32 53 +44 (0) 173 261 71 47
Download Our Mobile App